多军撤退VS空军狂欢：10万美元已成BTC“马奇诺防线”？

Odaily星球日报Published on 2025-05-19Last updated on 2025-05-19

Abstract

巨鲸大户多空激战，从地址仓位看市场牛熊转换。

原创｜Odaily星球日报（@OdailyChina）

作者｜Wenser（@wenser 2010 ）

多军撤退VS空军狂欢：10万美元已成BTC“马奇诺防线”？

北京时间今天凌晨，BTC 短时冲高至 107000 美元后回调，ETH 一度跌下 2400 美元，主流币也普遍开启回调模式。关于后市走向，巨鲸大户纷纷开始“用仓位说话”。有人豪掷千万美元开启自己的做空之旅，也有人多头仓位浮盈已接近 3000 万美元。Odaily星球日报将于本文对近期巨鲸大户相关仓位予以梳理总结，供读者参考。

巨鲸 Jams Wynn：多头浮盈一度近 3000 万美元，目前回撤至 1800 万美元左右

5 月 18 日，据链上分析师 @EmberCN 监测，巨鲸 @JamesWynnReal 在 Hyperliquid 上使用 40 倍杠杆做多 3788.7 枚 BTC，仓位价值 3.91 亿美元，开仓价 103083 美元，爆仓价 96474 美元。随着 BTC 短时突破 105000 美元，James Wynn 的多头仓位浮盈已超 2770 万美元，其中 BTC 40x 多单浮盈 838 万美元，kPEPE 40x 多单浮盈 2026 万美元。

最新数据显示，巨鲸 @JamesWynnReal  BTC 多单浮盈回撤至 112 万美元；kPEPE 多单浮盈回撤至 1700 万美元左右；此外，其 XRP 多单浮亏 242 万美元左右。链上数据：https://d1x7dwosqaosdj.cloudfront.net/images/2025-05/08064ecd62b94a4383c34b6702bdf534.jpg

多军撤退VS空军狂欢：10万美元已成BTC“马奇诺防线”？

多头代表

ETH 做空派： 25 倍做空，仓位价值一度超 1 亿美元

昨日，沉寂四年的地址 0xcddf 以 25 倍杠杆做空 41851 枚 ETH，仓位价值 1.03 亿美元，开仓价 2514 美元，爆仓价 2525 美元；随后，因 ETH 上涨，其最终亏损 246 万平仓；在平完 ETH 空后，其转头用剩余资金追多 BTC：以 106, 580 美元的价格 40 倍开多 166 枚 BTC，仓位价值 1760 万美元，最终仅耗时 45 分钟就亏掉  17.5 万美元。但其后来又再度 25 倍开空 ETH，浮盈后再度滚仓，目前仓位已逐步增加至 4136 枚 ETH。最新数据显示，该地址 25 倍杠杆做空仓位已降至 980 万美元左右，目前浮盈约 18 万美元。

链上数据：https://d1x7dwosqaosdj.cloudfront.net/images/2025-05/0a04be70377b4bf18cb0afc271d67ff4.jpg

多军撤退VS空军狂欢：10万美元已成BTC“马奇诺防线”？

两头挨打代表

ETH 做空派： 20 倍做空，仓位一度达 7000 万美元

地址 0x2258此前以 20 倍杠杆做空 28248 枚 ETH，仓位价值 7000 万美元，开仓价 2561 美元，爆仓价 2694 美元。7 小时前，其将全部空头仓位平仓，目前该地址已清仓。

链上信息：https://d1x7dwosqaosdj.cloudfront.net/images/2025-05/8f217e9bc31648bab286533b2cafdf12.jpg

多军撤退VS空军狂欢：10万美元已成BTC“马奇诺防线”？

平仓完毕

SOL 做空派： 20 倍做空，持仓量超 20000 枚 SOL

5 月 16 日，据 OnChain Lens 监测，某鲸鱼向 Hyperliquid 存入 170 万枚 USDC，以 20 倍杠杆开设 SOL 空头头寸。最新数据显示，该地址目前持仓量约为 20336 枚 SOL，累计浮盈约 19.74 万美元。

链上信息：https://d1x7dwosqaosdj.cloudfront.net/images/2025-05/f046bdf4831f44fb9ddea70ab1628e91.jpg

多军撤退VS空军狂欢：10万美元已成BTC“马奇诺防线”？

做空还在继续

主流币做空派：此前 Hyperliquid 盈利超 1500 万美元，做空 5 个代币

据 Lookonchain 监测，一位在 Hyperliquid 平台盈利超过 1500 万美元巨鲸开始大举做空 ETH、BTC、AVAX、SOL 和 USUAL。该交易员同时在 2460-2480 美元区间设置了 100 个限价订单，准备持续做空 ETH。

最新数据显示，该地址所有空单均已盈利，其中，ETH 20 倍空单持仓量为 3034 枚 ETH，浮盈约 18.2 万美元；BTC 20 倍空单持仓量为 38 枚 BTC，浮盈约 8.4 万美元；AVAX 20 倍空单持仓量约为 5 万枚 AVAX，浮盈约 3.8 万美元；SOL 20 倍空单持仓量约为 1935 枚 SOL，浮盈约 9000 美元；USUAL 5 倍空单持仓量约为 18.5 万枚 USUAL，浮盈约 2000 美元。

链上信息：https://d1x7dwosqaosdj.cloudfront.net/images/2025-05/389849261fe047388652784c84c1387f.jpg

多军撤退VS空军狂欢：10万美元已成BTC“马奇诺防线”？

20 倍做空 ETH、BTC、AVAX、SOL， 5 倍做空 USUAL

HYPE 做空派： 5 倍做空，持仓量超 187 万枚 HYPE

此前，据链上分析师余烬监测，某鲸鱼在 Hyperliquid 上开仓 5 倍做空 187.5 万枚 HYPE；17 日，其浮亏金额高达 1206 万美元，随后，其再次从币安提取 300 万枚 USDC 作为保证金，清算价格为 31.6 美元。最新数据显示，该地址目前已浮亏约 955 万美元。

链上信息：https://d1x7dwosqaosdj.cloudfront.net/images/2025-05/9e00a0ea0da147de9a03acffc2741762.jpg

多军撤退VS空军狂欢：10万美元已成BTC“马奇诺防线”？

坚定空头

除了以上合约多空的巨鲸以外，也有巨鲸在此前的 ETH 超跌之中抄底现货，最终实现了数百万的利润。

ETH 抄底巨鲸：抄底买入 6700 余枚 ETH，获利超 426 万美元

据链上分析师余烬监测，一名鲸鱼在过去 4 小时内将 6, 384.5 枚 ETH 转入币安，获得 1, 554.9 万 USDT，卖出均价约为 2, 435 美元。该鲸鱼约一个月前从币安提出 6, 710 枚 ETH，当时价格为 1, 768 美元。粗略估算，其在本轮操作中共盈利超 426 万美元。

链上信息：https://d1x7dwosqaosdj.cloudfront.net/images/2025-05/11fc761823f347d1a77ad3415245b6cb.jpg

多军撤退VS空军狂欢：10万美元已成BTC“马奇诺防线”？

已获利了结

小结：空军暂时领先，但多军永不言败

经历了短暂的周线收高之后，BTC、ETH 均迎来了不同程度的回调，目前空军占据领先优势地位。此外，此前抄底 BTC、ETH 的巨鲸们也纷纷选择了获利了结。但包括 James Wynn、Arthur Hayes 在内的行业人士及分析师普遍认为，BTC 价格很难跌至 10 万以下，多军仍然满怀期待。短期而言，或许空军占据上风，但多军永不言败。

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What is $BITCOIN

DIGITAL GOLD ($BITCOIN): A Comprehensive Analysis Introduction to DIGITAL GOLD ($BITCOIN) DIGITAL GOLD ($BITCOIN) is a blockchain-based project operating on the Solana network, which aims to combine the characteristics of traditional precious metals with the innovation of decentralized technologies. While it shares a name with Bitcoin, often referred to as “digital gold” due to its perception as a store of value, DIGITAL GOLD is a separate token designed to create a unique ecosystem within the Web3 landscape. Its goal is to position itself as a viable alternative digital asset, although specifics regarding its applications and functionalities are still developing. What is DIGITAL GOLD ($BITCOIN)? DIGITAL GOLD ($BITCOIN) is a cryptocurrency token explicitly designed for use on the Solana blockchain. In contrast to Bitcoin, which provides a widely recognized value storage role, this token appears to focus on broader applications and characteristics. 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While such anonymity may foster a community-driven culture, it intensifies concerns about governance and accountability. Who are the Investors of DIGITAL GOLD ($BITCOIN)? The available information indicates that DIGITAL GOLD ($BITCOIN) does not have any known institutional backers or prominent venture capital investments. The project seems to operate on a peer-to-peer model focused on community support and adoption rather than traditional funding routes. Its activity and liquidity are primarily situated on decentralized exchanges (DEXs), such as PumpSwap, rather than established centralized trading platforms, further highlighting its grassroots approach. How DIGITAL GOLD ($BITCOIN) Works The operational mechanics of DIGITAL GOLD ($BITCOIN) can be elaborated on based on its blockchain design and network attributes: Consensus Mechanism: By leveraging Solana’s unique proof-of-history (PoH) combined with a proof-of-stake (PoS) model, the project ensures efficient transaction validation contributing to the network's high performance. Tokenomics: While specific deflationary mechanisms have not been extensively detailed, the vast maximum token supply implies that it may cater to microtransactions or niche use cases that are still to be defined. Interoperability: There exists the potential for integration with Solana’s broader ecosystem, including various decentralized finance (DeFi) platforms. However, the details regarding specific integrations remain unspecified. Timeline of Key Events Here is a timeline that highlights significant milestones concerning DIGITAL GOLD ($BITCOIN): 2023: The initial deployment of the token occurs on the Solana blockchain, marked by its contract address. 2024: DIGITAL GOLD gains visibility as it becomes available for trading on decentralized exchanges like PumpSwap, allowing users to trade it against SOL. 2025: The project witnesses sporadic trading activity and potential interest in community-led engagements, although no noteworthy partnerships or technical advancements have been documented as of yet. Critical Analysis Strengths Scalability: The underlying Solana infrastructure supports high transaction volumes, which could enhance the utility of $BITCOIN in various transaction scenarios. Accessibility: The potential low trading price per token could attract retail investors, facilitating wider participation due to fractional ownership opportunities. 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Note: This report encompasses synthesised information available as of October 2023, and developments may have transpired beyond the research period.

517 Total ViewsPublished 2025.05.13Updated 2025.05.13

What is $BITCOIN

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